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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: niceguy767 who wrote (103096)	10/17/2003 9:01:44 AM
From: Rink	Read Replies (2) \| Respond to of 275872

Full CC transcript: online.wsj.com I did think the number one flash supplier remark was strange like John Barton below formulated: Q&A: John Barton, Wachovia Securities: ...it seemed like you went out of your way in your prepared comments to make the comment that, you know, Spansion is the number one supplier of NOR Flash and then well positioned to be the numer one Flash supplier worldwide. How should I be interpreting that with respect to, you know, NAND or NOR? Does the company get into NAND Flash? Do you think NOR out grouws NAND or am I trying to read too much into that statement? Ruiz: I probably guessed all of the above. But let me be more specific in the following sentence. We know that in the NOR flash side of the house, just based on all the reports that hove come out already that we are the number one NOR flash brand already. And expect to continue to stay that way. We are committed to the flash memory business. We think the storage solution that lash provides, are incredibly helpful and pervasive to so many products, not only wireless, but across a huge plethora of applications. And if that demands some changes in our technology and product strategy, we are alert and prepared to make those changes. But at this point in time, we do not plan to make an announcement relative to anything beyond NOR. Seems Ruiz intentionally hinted here, me thinks. Another Q about 300mm partnerships: Michael Masdea, Credit Suisse First Boston: ... any update on your thoughts on manufacturing partnerships for 300 millimeter and what are your thoughts for '04 in therms of need for 300 milimeter? Ruiz: In '04 we don't anticipate needing 300 millimeter. We think that it's their cross-over point for us at least in 300 millimeter weill be at the 65 nanometer node, which means that we need to have a factory in place, ready to ramp in 2005 for production in 2006. As far as the partnership and our plans, as I said before is we will be able to be public, as to how are going to that and the details surrouding that before the end of the year. As Ruiz refers to 'the partnership' I guess they've one in the working (IBM Fishkill) that we'll be hearing about soon. Another about unit cross-over: Krishna Shankar, JMP Securities: ...Hector, you said in Q1 of '04 you expect 40% of your wafer starts to be Athlon 64 based. When could we see the cross-over between Athlon 64 unites and Athlon XP unites next year? Ruiz: Let me just correct a couple of numbers. As we expect in the first quearter that half of our wafer starts will be on the AMD64 architecture. That is a mixture of servers, workstations and clients and we andicipate given the projections that we have, 60% cross-over will occor by the end of next year. About the AMD 64 shipments these two comments: - Opteron processors continue to outshift our main competitors 64bit processor by a wide margin. - In fact, we shipped tens of thousands of AMD 64 processors in the third quarter and we are confident that this will go out ot hundreds of thousands of processors in this quarter. I think the second comment means that Opteron and A64 TOGETHER shipped in the tens of thousands. The first comments doesn't mean that much because Itanium 2 shipments were probably not up very massively. I'd love to have a better view on Opteron sales. Not giving out any numbers (no numbers either for A64/XP/Duron, not even %%) means they're hiding something right?! BTW, Petz, congrats you beat me plenty! EPS is twice as good as I estimated it would be. I might be able to happily forget about my 15$ share price as well... Kind regards, Rink